Field of the invention
[0001] The present invention relates to a system and a sensing unit for monitoring and evaluating
the condition of a liquid and a method of monitoring the condition of a liquid.
Background
[0002] Machinery applied for multiple purposes in on-shore and off-shore industries, such
as mining industry, power generation industry, wind turbine industry and aboard ships,
should operate efficiently for extended periods of time, ideally only stopping when
there is no need for their function. In reality, machines stop abruptly and in a planned
fashion for a variety of other reasons. A major cause of downtime is due to breakdowns
caused by wear on the machine and furthermore planned maintenance to avoid this wear.
[0003] The parts of the machine most exposed to wear are the moving parts, where lubrication
is applied to increase efficiency and to avoid metal-on-metal wear. The lubricant
absorbs worn off particles and carries them downstream, where a filtration unit, typically
an in-line hydraulic filter, absorbs the largest particles and reintroduces the rest
to the machinery anew. When excessive particles are reintroduced into the machinery,
they abrade the moving parts which both decreases operating efficiency and produces
yet more and larger wear debris thus further speeding up the gear degradation exponentially
as large particles tear off yet larger particles. This also clogs the filter.
[0004] The lubricating liquid is most often an oil with additives. These additives are introduced
to improve different functions of the oil, such as increasing viscosity for elevated
temperature operation to counter chemical breakdown or for lubricity. Over time, the
oil and/or additives break down, thus acidifying the oil. If left alone, the acidified
oil then corrodes the machine parts which it comes into contact with. Said machine
parts then need to be changed resulting in costly repairs, loss of productivity for
the machine and if the machine was part of a large operation such as a ship, the functioning
of this overall system being impaired. Such a breakdown may then be disastrously expensive.
[0005] Furthermore, the relationship between wear debris particle generation and liquid
degradation, though unclear in its exact nature, includes at least a two-way positive
feedback loop, where an increased wear debris generation wears the oil, and a worn
oil corrodes the machine thus generating wear debris particles. This further problematises
both of these issues when they arise as especially large particle wear debris generation
has an exponential growth and has to be stopped immediately on identification.
[0006] Ideally, when the liquid comprises too many wear debris particles and/or the liquid
is degraded past a certain point, the machine stops and a maintenance crew can correct
the issue by for example cleaning the machine and reapplying a new liquid or changing
the in-line filter. Because such machines are closed systems, correctly assessing
when to open up the machine for inspection and/or maintenance is of great interest.
[0007] To avoid any untimely breakdown with accompanying excessive machine wear, machines
are typically scheduled for maintenance or oil analysis on a regular basis. For example,
at a set of predefined dates, the machine is turned off, and a maintenance crew opens
the system taking a sample of the oil for off-site evaluation and/or cleaning the
system according to some predefined maintenance procedures. Opening the system may
introduce foreign elements into the closed system, and the act of opening a hatch
may release particles from the inside thus interrupting the flow and causing down-time
later. These proactive maintenance procedures are defined from a lowest common denominator
among all machines of the type thus adding a safety factor to this. Though it makes
sense as breakdowns are more costly than planned maintenance, any unnecessary downtime
is very expensive, especially when this downtime furthermore introduces a risk of
subsequent breakdown or requires the large operation, such as a ship, to stop its
operation.
[0008] Furthermore, not all machines are worn the same. The operating style of its crew
is very important to the potential uptime and machine life of a machine. For example,
a machine, which is alternately turned off and on at maximal speed, will wear significantly
faster than a machine operating within its optimal operating ranges. Then, the better
performing machine has more maintenance downtime than actually needed, while a poorly
managed machine may not be identified as being poorly managed until the machine has
been damaged which may leave the exact culprits of this mismanagement hard or impossible
to pinpoint.
[0009] To avoid critical damage to the equipment, sensors may be introduced to monitor the
liquid for accumulation of wear debris particles as well as liquid degradation. However,
the hydraulics of the system have to function perfectly at all times to get a representative
image of wear debris particles in the liquid which is difficult to attain. In the
art, wear debris particles are typically monitored with optical sensors, while liquid
degradation is measured by electrical impedance spectroscopy type sensors.
[0010] Furthermore, the sensor technologies of the art have several distinct weaknesses.
For example, certain important particle sensor types cannot differentiate between
water particles and/or entrained air bubbles and wear particles, whose readings may
suddenly spike thus causing an immediate and unneeded system stop.
Summary of the invention
[0011] It is therefore an object of this invention to solve the above-mentioned problems.
In accordance with the invention, there is provided a sensing unit for monitoring
the condition of a liquid, the sensing unit comprising at least one sensor and an
evaluation unit. The sensing unit is adapted to measure two or more parameters of
the liquid by use of at least one sensor, where the parameters relate to at least
liquid degradation or wear debris particle generation. The at least one sensor is
adapted to provide at least two signals, each signal providing its values in a fashion
suitable for developing a mean value and a variance different from zero over a course
of at least two measurements. The evaluation unit is adapted to correlate the measured
signals and to evaluate the condition of the liquid by comparing the measured at least
two parameters.
[0012] The condition of a liquid may be understood as the state of the liquid in terms of
the presence of wear debris particles in the liquid and in terms of the degree of
chemical degradation of the liquid compared to a freshly provided virgin liquid in
terms of breakdown of the liquid and/or any additives in it, typically acidifying
the liquid.
[0013] The evaluation unit is adapted to correlate the measured parameters. By correlating
the parameters is meant that their mutual and/or reciprocal relationships are established.
This may be performed in any degree of precision and by any convenient method.
[0014] The correlation may pertain to relationships between static sensor readings. For
example, the effect of high wear debris measurements on liquid degradation measurements
is assessed, or in other words, the likelihood of specific parameter readings in one
of the parameter readings given a specific value in another. Correlation may relate
to relationships between trajectories within parameter readings, such as the effect
of an increase in one parameter value on the expected value of another. Further, correlations
may relate to a combination of static sensor readings and trajectory sensor readings.
[0015] Correlations are at least one-way relationships, and in a preferred embodiment, correlations
are two-way relationships among all relevant parameters meaning that the cause-effect
relationships are assessed reciprocally.
[0016] In one embodiment, more complicated relationships may be assessed through these correlations
such as the effect on a third parameter by the states and/or trajectories of a first
and second parameter in conjunction. For example, temperature may not be affected
by either liquid degradation or wear debris particles, except when both are within
certain ranges, such as both being high.
[0017] In one embodiment, correlations are carried out on parameters in the mathematical
sense, where the inter-dependence of parameter states or trajectories is determined,
for example with statistical modelling using Hotelling T
2 models.
[0018] The correlation may be carried out continuously or at a predetermined frequency.
Continuous correlation and condition monitoring may be an advantage so that any liquid
degradation and/or change in wear debris particle generation may be detected and acted
upon before the equipment is damaged. However, the evaluation may also be adapted
to correlate the measured parameters in intervals of seconds, minutes or even several
hours. The measured parameters may then be stored and/or transferred to e.g. a database
or server either on-site of off-site relative to the liquid system.
[0019] The evaluation of the condition of the liquid by correlating the measured parameters
may be carried out at a predefined rate. Thus, the monitoring and evaluation may be
carried out regularly, e.g. every second, minute, hour, day or after any convenient
period of time. Through the correlation, specific combinations of signals are known
to produce associated operating conditions. In one embodiment of the invention, this
allows sophisticated and high fidelity feedback to users concerning the current state
and expected future operating states.
[0020] Through a first operating phase, a table of operating patterns may be developed which
can be used for assessment of wear and/or errors in the system which can then be managed
in time to prevent excessive wear, false alerts and breakdowns.
[0021] By measuring at least one of the liquid degradation or particle wear generation in
a fashion, which allows a mean value and a variance different from zero and correlating
these signals, the sensing unit allows significantly more precise operation monitoring.
For example, a spike in one parameter measurement may be disregarded as being a false
reading if data from another parameter signal shows this. For example, while a particle
sensor may see a spike in particle generation and may normally alert to excessive
wear debris in the system, this may be disregarded when compared with other parameters
such as water content in the liquid. Some particle sensors cannot differentiate between
water and wear debris particles, and so a spike in particle count may under certain
circumstances be ignored, for example when water content also spikes since some liquid
lubrication systems may comprise more water than wear debris before an alert is needed.
As an example, this allows the maintenance crew not to intervene on false alerts,
but instead warns them of the more sophisticated scenario present.
[0022] Having a reliable monitoring system giving continual feedback on the performance
of the lubricant and the machine in an auto-correlated manner furthermore means that
the maintenance and operating crew know that the equipment is being monitored and
that data is readily available on its actual performance thus allowing continual adjustments
to improve uptime and machine life.
[0023] Significantly, having a continual detailed reading on wear particles and/or liquid
degradation allows continual assessment of the state of the equipment which allows
reliable machine life projections and allows avoiding taking the machine out of operation
for scheduled maintenance if it does not need it. This is naturally of great financial
interest especially if the machine is part of a system which will also have to be
taken out of operation in such a situation, such as a ship which would have to go
into dock.
[0024] In one embodiment of the invention, the sensing unit is adapted to measure liquid
degradation. Within the present invention, degradation of the liquid may be understood
as comprising for example degradation caused by oxidation and loss of additives. In
an embodiment of the invention, it is measured by electrical impedance spectroscopy
(EIS) type sensors.
[0025] By measuring liquid degradation, the maintenance crew is informed of changes to the
chemical composition of the liquid which helps them ascertain the need for changing
the liquid as well as the expected particle wear generation.
[0026] In one embodiment, at least one liquid degradation sensor interface is placed downstream
from an off-line filter. By placing the liquid degradation sensing interface downstream,
the liquid comprises fewer wear particles during monitoring, whose presence would
impair EIS readings.
[0027] In one embodiment of the invention, the sensing unit is adapted to measure wear debris
particle generation. Within the present invention, wear debris particles may be understood
as being caused typically by metal-to-metal contact, for example because of excessive
wear, contamination, improper lubrication, a change in operating conditions, and/or
other factors. Sensors for measuring wear debris particles may be based on e.g. measuring
said particles optically and/or inductively. Typically, the former has a higher sensitivity
to smaller particles than the latter which is, however, able to distinguish particles
based on material.
[0028] By measuring wear debris particle generation, the abrasiveness of the liquid can
be ascertained as well as the generation of new wear particles which describes system
and machine erosion.
[0029] In one embodiment, at least one wear debris particle sensor interface is placed upstream
from an off-line filter. Because the off-line filter typically has its inlet at the
bottom of a liquid reservoir, whose content is substantially dormant, the inlet liquid
is typically contaminated to a higher degree than the liquid of most other locations
of the system because the contaminants sediment here. Placing the wear debris particle
sensor interface upstream then allows sensing substantially one of the most contaminated
gradients of the liquid thus rapidly describing liquid condition of changed wear debris
generation.
[0030] In one embodiment of the invention, the sensing unit is adapted to receive two or
more signals having a mean value and a variance different from zero over a course
of at least two measurements. The sensors useful for this invention are those that
do not filter signal noise significantly prior to sending it to be analysed.
[0031] Usually, a sensor will receive a number of readings, which are not identical, and
will have been designed to compensate for this by aggregating them into a mean value
and then signaling this value. In the art, this is considered to solve two problems.
Firstly, it is cheaper because individual readings need not be accurate and are not
visible to buyers of those sensors, who only see the signaled mean value. Secondly,
it supplies sufficient information for conventional use since when monitoring the
values manually, this varying value will only serve to confuse the maintenance crew.
When several signals are monitored, this problem is only enhanced. By this design
mentality, the variance of the signal is considered unimportant and constitutes noise.
[0032] In the present invention, this variance constitutes a second instrumental data source,
and signal noise is accepted. Instead, this produces a signal mean value and a variance
for each signal type. Instead of allowing each sensor to perform its own data handling,
this data handling is centralised into an evaluation unit which performs advanced
correlations on the raw data of high fidelity and high precision sensor interfaces.
In another embodiment of the invention, the quality of the sensors is not important.
[0033] Minor operating pattern changes become noticeable, and a maintenance crew may act
instantly instead of having to wait until the operating parameters have crept past
some arbitrary supplier hardware sensor-dependent inertia threshold.
[0034] For example, if a sensor, which measures a mean of 'ten particles of 50 nm' in diameter
every second and then after a week transmits 'eleven particles of 50 nm', the maintenance
crew has no way of knowing if this is within an acceptable range of variance for the
equipment, or if it signifies a new operating pattern. It may be a slow creep to eleven
or a sudden spike past it. While this uncertainty is clarified for the maintenance
crew, the equipment is being damaged, or the crew is wasting their time. In the present
invention, data readings comprise a variance which tells the maintenance crew if a
given new reading is within historically determined acceptable fluctuations or constitutes
a new pattern.
[0035] Correlating the at least two signals is achieved by running the system in an initial
operational phase which establishes a baseline of the compounded operating patterns
of the at least two signals. For example, over the course of a month, wear debris
particles and relative humidity in an oil-based lubricant are measured to ascertain
an operating baseline. This establishes a mean value, a variation different from zero
as well as accepted and unaccepted operating patterns for the combined values of the
two sensor interfaces.
[0036] For example, if relative humidity is high, and small particle count is high, then
particle count is caused by the water content, and at least a part of the high particle
count can be ignored if the system behaves controllably otherwise. Or if, due to the
higher sensitivity of the sensors, a slight increase in wear debris particles absent
of a correlated increase in relative humidity is observed, the system gives an alert
well before a conventional system would be able to react to this change.
[0037] In one embodiment of the invention, the parameters further relate to a pressure,
a temperature, and/or a water content of the liquid. By measuring these additional
parameters, the precision of the measurement of the liquid condition is improved.
Furthermore, the precision of the individual measurements is also improved by further
correlations with each added parameter. For example, a sensing unit measuring wear
particles and liquid degradation improved by measuring temperature will allow accounting
for changed resistance and conductance of the liquid on account of temperature thus
improving liquid degradation monitoring.
[0038] This allows yet more precise liquid condition monitoring and with this improved operating
control.
[0039] In one embodiment of the invention, the sensing unit is adapted to measure three
parameters related to liquid degradation, two parameters related to wear debris particle
generation, two parameters related to pressure of the liquid, and one parameter related
to the temperature of the liquid by use of the at least one sensor.
[0040] This allows a differentiated understanding of the condition of the liquid as well
as the most precise understanding of each of the individual parameters because of
the correlations performed by the evaluation unit. Any sensor interfaces useful for
describing the liquid and/or system condition is useful for the invention. Conveniently,
the sensing unit may comprise any of the following sensor interfaces:
- an electro impedance spectroscopy type sensor for liquid degradation,
- relative humidity sensor for water content measurement,
- an optical sensor for small wear debris particles,
- a ferromagnetic/inductive type sensor for large wear debris particles,
- a pressure sensor
- a viscosity sensor
- an acoustic/opto-acoustic sensor
- an imaging sensor
- and a temperature sensor.
[0041] In an embodiment, the parameters can further relate to consumed power, electrical
current, liquid flow and/or machine on/off signals. These input are useful in combination
with other sensor signals to diagnose certain system conditions. Knowing for example
that the power need increases, while the flow remains constant, may indicate a narrowing
of a channel somewhere in the system, while the operating mode may for example describe
expected temperature or wear debris particle generation.
[0042] In an embodiment of the invention, the sensing unit is embedded in a system for monitoring
the condition of a liquid, the system comprising a system inlet for receiving an inlet
flow of contaminated liquid, a system outlet for releasing an outlet flow of filtered
liquid, a filtration unit, which is in fluid communication with the system inlet and
the system outlet, the filtration unit comprising a filter, which is adapted to receive
the contaminated liquid and to release the filtered liquid, and the aforementioned
sensing unit.
[0043] Providing a sensing unit in a system for filtering a liquid allows the data provided
by the sensing unit to be compared with data correlated with other equipment/installations
which also comprise a system for filtering a liquid and including similar elements,
either as part of the same closed liquid system or preferably in other similar systems.
[0044] In all, this provides a solid identification and evaluation of how the data regarding
inter alia liquid degradation and wear debris particle generation develops ideally,
i.e. the operating patterns and overall expected development, for a situation in which
the liquid is filtered ideally, for example without any errors in the equipment or
leakages in the system. Thus, identification of such a pattern and/or development
can be used for qualitative evaluation with the purpose of estimating the remaining
life-time of the equipment and also estimating possible future events that could later
lead to damage/severe wear on the system.
[0045] Furthermore, providing a sensing unit at a centralised location in a system for filtering
a liquid with predetermined elements, which may be used and compared with systems
at other locations, allows both the best location for the specific measurements as
well as correlating the data for later use. For example, this allows optimum liquid
flow rate measurements and electrical impedance measurements.
[0046] Thereby, optimum parameters and parameter values may be used for correlating the
data compared to uncoordinated stand-alone sensor-installations.
[0047] In an embodiment, the filtering system is arranged aboard a ship. The filtering system
may be an oil filtration system connected to an engine or a machine aboard a ship.
The engine or machine aboard a ship may be related to a crane, stern thruster or an
azimuth thruster, or it may be connected to systems related to the propulsion machinery.
[0048] In another embodiment, the filtering system is arranged in a wind turbine. The filtering
system may be an oil filtering system connected to the gear box system or to the hydraulic
pitch control system.
[0049] In a third embodiment, the filtering system is applied in power generation plants.
The filter system may be connected to the power turbine lubricating and control oil
system.
[0050] The system inlet may draw liquid from any point in the system, typically from either
the top or bottom of a reservoir placed downstream from the machine, where the liquid
at the bottom is relatively at rest and comparably more contaminated than the liquid
at the top. The outlet may release the filtered liquid anywhere in the system, for
example directly to the machine. In a preferred embodiment, it releases the filtered
liquid at the top of the mentioned reservoir.
[0051] The filtration unit can be any type and kind performing a separation of contaminants
from the liquid relative to a virgin liquid, for example removing solids such as wear
debris particles or removing fluids such as water or air. The filtration unit can
take any place which is in fluid communication with the system, such as an in-line
hydraulics filter. In a preferred embodiment, the filter for handling the liquid may
be an offline fine filter and may as such be a depth fine filter, such as a CJC™ HUD
27/27 Fine Filter Unit.
[0052] In an embodiment, wear particles are preferably monitored upstream from the filtration
unit to supply a reading on the machine wear which would be at least partially negated
by placing the sensor after a filtration unit especially as pertains to large particles.
[0053] In an embodiment of the invention, liquid degradation is monitored downstream from
the filtration device to negate most of the noise produced in EIS readings by magnetic
particles, such as wear debris particles.
[0054] In an embodiment of the invention, the liquid refers to an oil product and the filtration
unit of the aforementioned system is an oil filter. In this embodiment, the liquid
is predominantly oil, although additives may be used to enhance certain desired features
of the oil, such as viscosity or lifetime. Oil may conveniently be used as lubrication
as this is an effective lubricant and reduces machine wear significantly.
[0055] In an embodiment of the invention, wherein the liquid is an oil product, the viscosity
of the oil product is between 1 and 5,000 cSt.
[0056] In an embodiment of the invention, wherein the liquid is an oil product, the operating
temperature of the oil is between 0 and 120°C.
[0057] In an embodiment of the invention, it pertains to a method of monitoring the condition
of a liquid. The method comprises three steps. Firstly, a sensing unit is provided
for monitoring the condition of the liquid, the sensing unit comprising at least one
sensor and an evaluation unit, measuring two or more parameters of the liquid by use
of the at least one sensor, where the parameters relate to at least liquid degradation
or wear debris particle generation, and the at least one sensor provides for each
signal a mean value and a variance different from zero over a course of at least two
measurements. Secondly, the measured at least two parameters are correlated. Thirdly,
the condition of the liquid is evaluated based on the measurement correlation.
[0058] In an embodiment of the invention, the evaluation of the condition of the liquid
further comprises comparing the measured and/or correlated parameters to reference
data. This reference data may take any convenient form and in one embodiment, it comprises
at least baseline data and/or inter-system data.
[0059] Baseline data is generated over the course of an initial operational phase of the
system in which the sensing unit is used. Preferably, it takes the form of operational
patterns with historically identified, contextual consequences. For example, a change
in water content may normally signify for example leakage but may have been found
to adjust itself within an acceptable range for a certain, possibly old system. Acceptable
and unacceptable operational patterns are identified and defined allowing quick feedback
on measurement creep thus leading to out-of-balance operations as well as uniquely
acceptable operational conditions, where conventional, uncoordinated or even coordinated
but uncorrelated sensor signals would give false alarms from the same sensor measurements.
Inter-system data is a collection of at least one set of baseline data collected from
a system whose run-in period was prior to installation of the one, wherein the current
sensing unit is placed. In a preferred embodiment, inter-system data comprises a wide
range of such previous sets of baseline data and furthermore comprises data sets for
the entire machine life of some of these previous data sets, preferably at least one.
[0060] In one embodiment of the invention, the baseline data for the current system is updated
continuously throughout the lifetime of the system. This allows the system to adapt
to its own changing wear over time thus allowing better operational diagnosing, especially
when correlated with inter-system data. Significantly, this allows the system to lower
the thresholds for alerts as machine wear makes it more vulnerable to divergences
from optimal operational patterns. For example, as a machine gets older, it may develop
a tendency to overheat which means that early alerts if it was building heat would
be of great interest. This increased parameter sensitivity would express itself as
larger variances for the measured parameter thus resulting in flatter normal distributions,
possibly even with fat tail distribution, meaning that supposedly very unlikely events,
such as system breakdown, are significantly more likely than anticipated through statistical
analysis. Additionally, system wear may express itself in the form of a creeping mean
value for a given parameter, such as a liquid system getting hotter with age.
[0061] Furthermore, this embodiment of the invention allows the evaluation unit to develop
sophisticated evaluations of the changing sensitivities of the system, alerting for
example to the exemplified creep in heat build-up or a higher operating temperature.
This expresses itself simply as the change in any parameter variance. In one embodiment
of the invention, unexpected changes in variances or mean values prompt a warning
signalling possible long-term wear on the machine.
[0062] In an embodiment of the invention the evaluation of the condition of the liquid is
carried out continuously. By evaluating the condition of the liquid continuously,
precise sensor readings are achieved.
[0063] In an embodiment of the invention the evaluation unit is adapted to send a signal
reflecting the evaluated condition of the liquid. A signal may be sent to any type
of receiver, such as an on-site computer or an off-site computer, or it may communicate
its signal directly to the maintenance crew. In a preferred embodiment, an off-site
computer handles the data analysis and returns the resultant signal to a convenient
receiver at the machine site, such as a computer used by the maintenance crew.
Short description of figures
[0064]
Fig. 1 illustrates a sensing unit according to the present invention measuring wear
particle count and liquid wear in a pipe,
Fig. 2 illustrates a liquid condition monitoring system according to the present invention,
Fig. 3 illustrates three example measurement data sets differentiable with the present
invention,
Fig. 4 illustrates example measurement data arranged in a spiderweb diagram for three
operating states according to the present invention,
Fig. 5 illustrates a control function according to the present invention,
Fig. 6 illustrates a control and data flow according to the present invention.
Detained description of the embodiments
[0065] Fig. 1 illustrates a sensing unit 100 according to the present invention. The sensing
unit is mounted onto a pipe 110 fitted for transporting a liquid 111 in the system.
The liquid is illustrated as containing contaminants such as wear debris particles.
The sensing unit comprises a first sensor interface 101 and a second sensor interface
102 for receiving measurements on liquid parameters and an evaluation unit 103 to
calculate the condition of the liquid from parameters and historical data. Furthermore,
the sensing unit is fitted with a transmission unit 104 for sending the measured data
to any convenient receiver.
[0066] Only the sensor interfaces must be placed in close proximity to the liquid, in whatever
manner allows their operation, such as being fitted inside the liquid-filled closed
system or preferably near it. The rest of the sensing unit may also be mounted anywhere
close to the liquid or even far away from it in any convenient manner. The sensor
interfaces may be placed so as to sense the liquid in a reservoir or preferably in
a pipe. Internally, the sensing unit must be in electrical communication, but its
parts may be dispersed throughout space.
[0067] The sensor interfaces must be of types that send their measurements at least significantly
unfiltered. For example, some sensors will normalise their measurement values over
a number of measurements and only transmit the mean to cancel out noise. These pre-normalisations
remove crucial data for subsequent data manipulation of the invention.
[0068] The evaluation unit is in electrical communication with the sensor interfaces and
is fitted to perform correlations among these according to some predefined set of
operating patterns (see fig. 6).
[0069] In one embodiment, the evaluation unit 103 is adapted to receive signals through
the transmission unit 104 as well as from the first and second sensor interfaces.
For example, a signal from through the transmission unit may be updated data on system
operation patterns, such a signal constituting a fine-tuning of the operation and
control of the evaluation unit. In another embodiment, the evaluation unit is adapted
to perform these self-adjustments without outside instructions.
[0070] The transmission unit may be a copper wire, a wireless transmission unit, such as
one relying on Bluetooth or Wi-Fi, or any convenient signal-bearing unit. In one embodiment,
the transmission unit is adapted to send and receive signals in both directions.
[0071] The sensing unit is fitted to receive at least two signals relating to the condition
of the liquid, one from a first sensor interface 101 and another from a second sensor
interface 102. The sensing unit may comprise one or more sensor interfaces as long
as two or more measurements are performed among sensor interfaces relating to the
condition of the liquid.
[0072] Fig. 2 illustrates a liquid lubrication system 200 for lubricating a machine 220.
The system comprises an in-line filter 223 upstream from the machine for removing
especially the large particles before they enter the machine, a liquid reservoir 210
for containing liquid substantially at rest, and an off-line filter 213 for purifying
the liquid of smaller particles and other contaminants.
[0073] The liquid reservoir 210 is placed downstream from the machine 220, and wear debris
particles and other contaminants sediment in it thus creating a purity gradient of
the liquid in the reservoir, where the uppermost part of the liquid is the purest,
and the lowermost part is the most contaminated by for example wear debris particles.
This effect is driven by gravity.
[0074] The in-line pump 222 draws liquid from the uppermost part of the liquid reservoir,
into an in-line inlet pile 221, through an in-line filter 223, where it is filtered
for large particles. The purified liquid is inserted into the machine 220, where it
is contaminated, and then through an in-line outlet pipe 224. The contaminated liquid
is reintroduced in the reservoir, typically close to the bottom.
[0075] Conversely, the off-line pump 212 typically draws contaminated liquid from the bottommost
part of the liquid reservoir, through an off-line inlet pipe 211, into the off-line
filter 213, through an off-line outlet pipe 214 and deposits the purified liquid near
the top of the liquid reservoir 210.
[0076] The sensing unit may be placed at any convenient position within this system. Most
likely, it is placed in conjunction with a filter, such as the in-line filter and/or
the off-line filter. In one embodiment, it is placed next to the off-line filter,
and in a preferred embodiment, a first sensor interface is placed upstream 211, and
a second sensor interface is placed downstream 214 relative to the off-line filter
213.
[0077] In another embodiment, two sensor interfaces comprised in the sensing unit are placed
upstream and downstream relative to the in-line filter 223, respectively.
[0078] The sensor interfaces may be adapted collectively to measure any number of two or
more parameters relating to liquid condition, such as wear particle debris, liquid
wear, temperature, pressure and water content. Other parameters relating to the overall
operation and system may be measured as well, such as power usage.
[0079] In one embodiment, wear particle debris is measured optically and conductively, and
liquid wear is measured with electrochemical impedance spectroscopy.
[0080] In one embodiment, the first sensor interface is adapted to measure at least wear
particle debris.
[0081] In one embodiment, the second sensor interface is adapted to measure liquid wear.
[0082] Fig. 3 illustrates different operating conditions as measured by any aggregate of
sensor data, such as by a single sensor interface, for example a wear debris particle
sensor interface, and the different patterns shown in figs. 3A through 3C illustrate
the increased sensor sensitivity useful according to the present invention.
[0083] Firstly, all three sensor data sets average substantially around a mean value (301)
and may be lost to conventional sensors. However, with the present invention, variance
readings and accompanying higher signal fidelity allows reading the situations accurately.
[0084] Fig. 3A illustrates a mostly steady operating pattern with small variations in sensor
input. By signaling the mean value and a variance based on this data, any subsequent
changes to the sensor data is easier to interpret. Over time, the variance will for
example steadily increase due to system wear. In one embodiment of the invention,
this gradual change is compared with expected wear, and machine life is projected
accurately. Deviations from this expected norm can be assessed, and improvements made
to operations. In an embodiment of the invention, normal operation is monitored for
a specified period of time, such as a month.
[0085] Fig. 3B illustrates a situation monitored much like the one seen in fig. 3A, but
with significant deviations, 302 and 303. With a variance as established in 3A, the
probability of these deviations can be quantified, and the situation be understood
better. In an embodiment of the invention, the readings leading up to a deviation
hold information allowing an early alert, mitigating it or perhaps avoiding it entirely.
[0086] Fig. 3C illustrates a pattern of steadily declining readings with a sudden spike.
Such a reading could be created by gradual clogging of a pipe, whereby wear debris
particles gather at a point followed by a sudden release of these particles or by
another event.
[0087] The increased fidelity and variance readings not only allow quantitatively better
readings being closer to the actual situation in the system, but in turn also allow
for more sophisticated pattern recognition, such as recognising a pattern as seen
in fig. 3C, where a sensor, which normalises data, would perhaps inaccurately produce
a wavelike or sinusoidal curve from the same data set.
[0088] Fig. 4 illustrates individual sensor interface signals compounded into spiderweb
form 400, a combination of values along these axes defining specific status patterns
401, 402 403. In the embodiment illustrated, small particles 411, large particles
412, water content 413, chemical composition 414 and temperature 414 are monitored.
In other embodiments of the invention, other types of input can be used, such as pressure,
and other combinations can be used, such as having more than one small particle sensor,
either in different locations in the system or in the same location. As little as
two sensors may be used or as many as convenient, the spiderweb accommodating this
by fitting the number of axes used.
[0089] In fig. 4A, the middle greyed out area 422 represents measurements within expected
means, while the inner region 423 represents measurements lower than the expected,
and the outer region 421 represents readings greater than the expected. This allows
easy assessment of individual input.
[0090] Fig. 4B illustrates a situation, where all signals are within the norm thus letting
the maintenance crew know that the system is functioning. This, however, tells nothing
about the pattern trajectory for which real-time changes must be taken into account
which we will discuss below.
[0091] Fig. 4C illustrates the previously mentioned status pattern, where small particle
count is extremely high, water content is high 402, and the rest of the sensor signals
are within normalcy thresholds which constitutes an example situation, where perhaps
no intervention is needed despite individual sensors signaling the need for a system
stop.
[0092] Fig. 4D, illustrates a status pattern much like the one described for fig. 4C with
extremely high small particle count and the rest of the measurement values being within
normalcy thresholds 403, the difference being the water content being lower. Looking
at sensor interface data individually, this seems perhaps more benign than the aforementioned
pattern 402, while in fact this situation likely requires a system stop and an intervention.
[0093] These patterns 402, 403 are merely example patterns excelling in their communicability.
The present invention allows identification of patterns specific to individual systems
as well as identifying nuanced and contextual intervention needs in general for a
given system and in an embodiment of the invention, a method according to the invention
is likely to produce a much longer list of patterns than could usefully be described
here.
[0094] Fig. 5 illustrates a real-time operating graph 500 comprising a compounded multivariable
control function 501 developed based on the status patterns, such as those previously
discussed 401, 402, 403. The operating pattern operates around an aggregated operations
mean value 502 with an aggregated operations variance 503.
[0095] In the illustrated embodiment, the combined variance defines the safe operating space
although this view of safe operation is simplified. In another embodiment, safe operating
space is smaller for some variables and larger for others depending on their system
tendencies and causalities regardless of their tendency to achieve those values. For
example, certain measurements may be acted on even within their variance if this is
needed to maintain adequate system stability, while other measurement combinations
may be allowed to transgress variance thresholds with no significant effect in the
system. In the embodiment illustrated, the operating pattern is mostly maintained
within the acceptable thresholds, while at one drop 507, it transgresses into a given
undesirable state.
[0096] By assessing the likelihood and threat of combinations of sensor signals, where certain
combinations are more likely and/or more disadvantageous than others, a combined mean
and variance is developed with a high fidelity sensitivity to individual measurement
deviations, when these deviations are historically known to be adverse to system performance
or to promote such an effect.
[0097] Then, this compounded multivariable control function 501 operates according to a
normal distribution and is expected to gravitate around a mean. A first deviation
505 and a second deviation 506 show the typical operating space for the operating
pattern.
[0098] Fig. 6 illustrates data handling according to the present invention. During an initial
operational phase 601, operational measurement data 610 is gathered through system
monitoring through available sensor interfaces. In broad terms, this data handling
comprises establishing an operational baseline for all parameters and comparing these
with current readings. Optionally, it includes comparing operations with other, similar
systems, and optionally, it includes re-establishing the baseline continually.
[0099] This initial operational phase 601 is performed after initial system run-in and preferably
immediately after, but may also usefully be performed at any time during the lifetime
of the system if for example the invention is fitted onto an existing system. The
initial operational phase may have any duration, such as a day, a week, a month or
a year. In one embodiment of the invention, the initial operational phase has a duration
of one month. The aim of this phase is to map out expected system behavior through
baseline data 610.
[0100] Using gathered baseline data 610, correlations are performed 602 on parameters comprising
mutual relationships among parameters as well as optionally, relationships with system
performance producing the operational map 611. Correlations comprise at least one-way
relationships among all parameters, typically two-way relationships. Optionally, more
complex relationships, such as for example conditional three-way relationships, may
be included. For example, the state of a first parameter and a second parameter may
affect a third parameter which was not affected by either the first or second parameter
in isolation.
[0101] Also, these correlations may take any form. In one embodiment, the current state
of one parameter corresponds to expected current sensor readings and/or variances
for each other parameter. In another embodiment, correlations correspond to an expected
change to a sensor reading or in other words, a trajectory. These relationships may
even be more complicated, such as a combination of expected current sensor readings
and/or variances and trajectories. For example, the relationship between wear debris
particles and pressure may be a positive, reinforcing relationship, where an increase
in one produces an increase in the other until a certain point, where a sudden pressure
drop occurs signaling perhaps a fractured pipe.
[0102] The correlation may be a directed relationship or an undirected relationship. In
an undirected relationship, the correlation is merely knowing that two parameters
tend to take certain values together. A directed relationship is, where a change to
a first parameter has a known effect on a second parameter, and a change to the second
parameter has a known and perhaps different effect on the first parameter. Both or
either of these directed relationships between two parameters may comprise one parameter
having no effect on another parameter. Such a relationship may for example be the
relationship between wear debris particle generation and liquid degradation. Liquid
degradation may have a very significant effect on wear particle generation on eroding
the machine parts, while wear debris particles may not degrade the liquid or may degrade
the liquid at a different rate.
[0103] The operational map 611 combines parameters with each other and overall liquid condition
to assess any given snapshot set of measurements to an expected system condition as
well as optionally a pattern trajectory of expected future operating conditions comparing
the current state with similar past states. Also, the operational map optionally contains
the mean values and variances of individual sensor interface measurements and/or an
aggregated sensor interface measurement.
[0104] A second operational phase 603 is then initiated, where the operational map 611 is
utilised to evaluate the state and trajectory of the control function 501 to perform
pattern predictions 604. For example, these pattern predictions recognises the aforementioned
example of ignoring high particle count if water content is high, and this has previously
been found to be benign.
[0105] In one embodiment of the invention, data gathered throughout the second operational
phase 603 is used as updated baseline data 610 or in other words, used to evaluate
a drift to the parameters determined based on the previously collected baseline data.
This allows calibrating the operational map 611 as operational conditions change,
such as due to wear.
[0106] In one embodiment of the invention, baseline data 610 and/or the operational map
611 is communicated to a convenient location, where inter-system data 620 is stored.
This allows modelling likely operation patterns across systems and comparing operational
maps and the change to these over time. In one embodiment of the invention, correlations
602 consider inter-system data 620, allowing that new systems fitted with the present
invention have increased precision and expected wear patterns developed through previous
installments.
1. A sensing unit for monitoring the condition of a liquid, said sensing unit comprising
at least one sensor and an evaluation unit, where said sensing unit is adapted to
measure two or more parameters of the liquid by use of said at least one sensor, and
wherein
- said parameters relate to at least liquid degradation or wear debris particle generation,
- said at least one sensor is adapted to provide at least two signals, each signal
providing a mean value and a variance different from zero over a course of at least
two measurements, and
- the evaluation unit is adapted to correlate the measured parameters and to evaluate
the condition of the liquid by correlating the measured at least two parameters.
2. A sensing unit according to claim 1, wherein it is adapted to measure liquid degradation.
3. A sensing unit according to any of claims 1-2, wherein it is adapted to measure wear
debris particle generation.
4. A sensor according to any of claims 1-3 which is adapted to receive two or more signals
having a mean value and a variance different from zero over a course of at least two
measurements.
5. A sensor according to any of the preceding claims, where the parameters further relate
to a pressure, a temperature, and/or a water content of the liquid.
6. A sensor according to any of the preceding claims, further adapted to measure three
parameters related to liquid degradation, two parameters related to wear debris particle
generation, two parameters related to pressure of the liquid, and one parameter related
to the temperature of the liquid.
7. System for monitoring the condition of a liquid, the system comprising
- a system inlet for receiving an inlet flow of contaminated liquid,
- a system outlet for releasing an outlet flow of filtered liquid,
- a filtration unit which is in fluid communication with the system inlet and the
system outlet, the filtration unit comprising a filter which is adapted to receive
the contaminated liquid and to release the filtered liquid, and
- a sensing unit for monitoring the condition of a liquid, said sensing unit comprising
at least one sensor and an evaluation unit, where said sensing unit is adapted to
measure two or more parameters of the liquid by use of said at least one sensor, and
wherein
- the parameters relate to at least liquid degradation or wear debris particle generation,
- said at least one sensor is adapted to provide at least two signals, each signal
providing a mean value and a variance different from zero over a course of at least
two measurements, and
- the evaluation unit is adapted to correlate the measured signals, and to evaluate
the condition of the liquid by correlating the measured at least two parameters.
8. A system for monitoring the condition of a liquid according to claim 7, wherein liquid
degradation is monitored downstream of an off-line filter.
9. A system for monitoring the condition of a liquid according to any of the preceding
claims, wherein wear debris particle generation is monitored upstream of an off-line
filter.
10. A system according to any of the preceding claims, wherein the liquid is oil, and
the filter is an oil filter.
11. A system according to any of the preceding claims, wherein the viscosity of the oil
is between 1 to 5,000 cSt.
12. A system according to any of the preceding claims, wherein the temperature of the
oil is between 0 to 120°C.
13. Method of monitoring the condition of a liquid, the method comprising
- providing a sensing unit for monitoring the condition of the liquid, the sensing
unit comprising at least one sensor and an evaluation unit,
- measuring two or more parameters of the liquid by use of the at least one sensor,
where
- the parameters relate to at least liquid degradation or wear debris particle generation,
and
- the at least one sensor provides for each signal a mean value and a variance different
from zero over a course of at least two measurements,
- correlating the measured at least two parameters, and
- evaluating the condition of the liquid based on said parameter correlation.
14. A method according to claim 13, wherein said correlated parameters are included in
an operational map (611), said operational map comprising at least for each of said
at least two parameters correlations against every other parameter, and where said
operational map is further adapted to be modified to accommodate shifts in parameter
mean values and variances over time.
15. A method according to any of the preceding claims, wherein the evaluation of the condition
of the liquid further comprises comparing the correlated parameters to intersystem
data (620), intersystem data being data on previously operated comparable systems.
16. A method according to any of the preceding claims, wherein the evaluation of the condition
of the liquid is carried out continuously.
17. A method according to any of the preceding claims, wherein the evaluation unit is
adapted to send a signal reflecting the evaluated condition of the liquid.